See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,698 | $126,574+3.3% | $106,213+23.1% | $145,922-10.4% |
| Participation rate | 41.7% | 77.6%-36.0pp | 75.3%-33.6pp | 80.3%-38.6pp |
| Annual return | 14.37% | 224.79%-210.4pp | 116.14%-101.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,107 | $3,730-70.3% | $3,171-65.1% | $4,660-76.2% |
| Participant deferral / active EE | $2,151 | $5,724-62.4% | $5,016-57.1% | $6,688-67.8% |
| Admin fee / account holder | $954 | $17,304-94.5% | $11,033-91.4% | $13,397-92.9% |